London · Delayed Price · Currency is GBP · Price in GBX Sirius Real Estate Earnings Call Transcripts
Fiscal Year 2026
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FFO grew 8.4% to €133.5M, with rental income up 11.4% and dividend up 4.1%. Strategic focus remains on scaling defense and self-storage, with €500M+ in acquisitions fueling future growth. Operational momentum is strong in both Germany and the UK.
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Rental income rose 7.7% and FFO grew 6.6% year-over-year, driven by strong like-for-like and acquisitive rent roll growth. Dividend per share increased 4%, with a 74% payout ratio, and the company remains focused on German expansion while pausing U.K. acquisitions due to political uncertainty.
Fiscal Year 2025
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Full-year results show strong growth in rental income, FFO, and NAV, driven by an occupancy-led strategy and value-add acquisitions in Germany and the U.K. The company maintains a robust balance sheet, has de-risked near-term debt, and targets €150m FFO within three years.
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FFO rose 14.5% to €60.7M, with strong rent roll growth in both Germany and the U.K. NAV per share increased 1.2%, and the dividend was raised for the 22nd consecutive time. €200M in acquisition firepower remains, with a disciplined, occupancy-led strategy guiding future growth.
Fiscal Year 2024
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FFO reached EUR 110 million, doubling in four years, with strong rental growth and a 21st consecutive dividend increase. Strategic acquisitions and asset recycling drove rent roll and NAV growth, while maintaining a conservative LTV and robust CapEx returns.